The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

Brazil and Mexico: The standout markets for investment grade bonds

The monetary policy debate is likely to continue to dominate volatility in government bonds markets, and its ripples are likely to impact broader fixed income markets.

The Federal Reserve will now likely hike rates one more time this year, having capitalised on somewhat over exuberant growth expectations to push short-term rates higher.
Longer-term expectations have...

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